HIGHLAND VALLEY ELDER SERVICES INC

EIN: 042563340 501(c)(3)

FLORENCE, MA

Total Revenue
$21,171,108
Total Expenses
$19,794,140
Total Assets
$8,528,635
Net Assets
$4,272,848
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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
MA
Principal Officer
JACQUELINE LAMARCHE
Phone
4135862000
Tax Period
2024-07-01 to 2025-06-30

HIGHLAND VALLEY ELDER SERVICES INC, founded in 1975, is a mid-sized nonprofit that reported $21.2M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $19.8M left a modest 7% surplus.

Mission

HIGHLAND VALLEY ELDER SERVICES HELPS ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES. THROUGH A COMPREHENSIVE ASSESSMENT, CASE MANAGERS DETERMINE WHICH SERVICES ARE NEEDED, DEVELOP INDIVIDUALIZED SERVICE PLANS, ARRANGE FOR THE SERVICES AND MONITOR THEM TO ENSURE CLIENTS RECEIVE THE CARE THEY NEED.

Program Service Accomplishments

Program 1
Expenses: $2,449,927 Revenue: $110,770

NUTRITIONHIGHLAND VALLEY ELDER SERVICES DELIVERS NUTRITIOUS MEALS AND DOES A WELLNESS CHECK FIVE DAYS A WEEK TO ELIGIBLE ELDERS AGE 60 AND OVER. MEALS ARE ALSO SERVED IN LOCAL DINING CENTERS THAT...

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NUTRITIONHIGHLAND VALLEY ELDER SERVICES DELIVERS NUTRITIOUS MEALS AND DOES A WELLNESS CHECK FIVE DAYS A WEEK TO ELIGIBLE ELDERS AGE 60 AND OVER. MEALS ARE ALSO SERVED IN LOCAL DINING CENTERS THAT OFFER ELDERS AN OPPORTUNITY TO SHARE A DAILY MEAL AND CONVERSATION.

Program 2
Expenses: $4,890,911 Revenue: $322,433

HOME CARE PROGRAMFROM BASIC HOMEMAKING AND PERSONAL CARE ASSISTANCE TO HEALTHCARE PLANNING, HIGHLAND VALLEY ELDER SERVICES STAFF COORDINATES A WIDE VARIETY OF SERVICES THAT ENABLE ELDERS TO STAY...

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HOME CARE PROGRAMFROM BASIC HOMEMAKING AND PERSONAL CARE ASSISTANCE TO HEALTHCARE PLANNING, HIGHLAND VALLEY ELDER SERVICES STAFF COORDINATES A WIDE VARIETY OF SERVICES THAT ENABLE ELDERS TO STAY SAFELY IN THEIR HOMES. CARE ADVISORS AND NURSES CONDUCT REGULAR HOME VISITS TO MONITOR PROGRESS AND ADVOCATE FOR ELDERS WHO NEED ADDITIONAL SERVICES, INCLUDING ADULT DAY PROGRAMS, PERSONAL EMERGENCY RESPONSE SERVICES, HOME DELIVERED MEALS, AND MANY OTHER SERVICES.

Program 3
Expenses: $7,084,049

COMMUNITY CHOICES PROGRAM ASSIST ELDERS TO SECURE AND MAINTAIN INDEPENDENCE IN THEIR HOME ENVIRONMENT. CASE MANAGERS COMPLETE AN ASESSMENT TO DETERMINE ELIGIBILITY, DEVELOP A SERVICE PLAN, ARRANGE...

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COMMUNITY CHOICES PROGRAM ASSIST ELDERS TO SECURE AND MAINTAIN INDEPENDENCE IN THEIR HOME ENVIRONMENT. CASE MANAGERS COMPLETE AN ASESSMENT TO DETERMINE ELIGIBILITY, DEVELOP A SERVICE PLAN, ARRANGE FOR SERVICES FROM ONE OF MANY VENDORS WITH WHICH THE ORGANIZATION CONTRACTS, AND MONITOR SERVICES ON A SCHEDULED AS-NEEDED BASIS. SERVICES INCLUDE ADULT DAY HEALTH, HOME HEALTH AIDE, HOMEMAKER, PERSONAL CARE, HOME DELIVERED MEALS, PERSONAL CARE, AND MANY OTHERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $19,582,409
Program Service Revenue $1,520,948
Investment Income $67,751
Other Revenue $0
TOTAL REVENUE $21,171,108

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,770,777
Fundraising Expenses $0
Program Expenses $18,085,105
Other Expenses $13,023,363
TOTAL EXPENSES $19,794,140

Year-over-Year Comparison

2024 2023 Change
Revenue $21,171,108 $18,297,760 +0.2%
Expenses $19,794,140 $17,257,757 +0.1%
Net Income $1,376,968 $1,040,003 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
171
Volunteers
100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$189,292
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ESTELLE STASZ PRESIDENT 3.00
Officer Director
$0 $0 $0
PATRICK BROUGH VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
NILDA COHEN TREASURER 3.00
Officer Director
$0 $0 $0
KATHRYN SERVICE SECRETARY 2.00
Officer Director
$0 $0 $0
DANA LITTURI DIRECTOR 1.00
Director
$0 $0 $0
POLLY RYAN DIRECTOR 1.00
Director
$0 $0 $0
ROBERT DIONNE DIRECTOR 1.00
Director
$0 $0 $0
ALLAN OUIMET EXECUTIVE DIRECTOR 37.50
Officer
$159,859 $29,433 $189,292
JACQUELINE LAMARCHE CHIEF FINANCIAL OFFICER 37.50
Highest
$125,135 $18,895 $144,030
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $21,171,108 $19,794,140 $8,528,635 $1,376,968
2024 $18,297,760 $17,257,757 $7,601,715 $1,040,003
2023 $14,976,121 $14,114,235 $6,428,582 $861,886
2022 $12,881,441 $12,147,189 $4,698,909 $734,252
2021 $12,004,951 $11,369,709 $4,447,411 $635,242
2020 $10,219,656 $10,147,518 $3,140,432 $72,138
2019 $9,704,754 $9,641,978 $3,002,017 $62,776
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